Podcast Episodes
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What Is a Financial Institution (FI) in CRS?
Episode 1903
The term “Financial Institution” under the Common Reporting Standard (CRS) is often misunderstood—but it’s central to how global tax transparency wor…
7 months, 1 week ago
Denaturalization and US Tax Implications
Episode 1902
Denaturalization is rare—but when it happens, the legal and tax consequences can be significant. In this episode, we break down when U.S. citizenship…
7 months, 1 week ago
Leaving France? Understand the Exit Tax
Episode 1901
Leaving France doesn’t always mean leaving its tax system behind. For certain taxpayers, departure can trigger the French exit tax, designed to captu…
7 months, 1 week ago
Can High Net Worth Americans Avoid French Social Charges?
Episode 1900
Many Americans moving to France assume the U.S.–France tax treaty eliminates all additional levies on investment income. In reality, French social ch…
7 months, 1 week ago
IFI Mitigation for US Property Owners
Episode 1899
For individuals moving to France with rental properties—whether located in the U.S. or elsewhere—understanding how Impôt sur la Fortune Immobilière (…
7 months, 1 week ago
Mitigating the IFI Wealth Tax Before Moving to France
Episode 1898
For individuals relocating to France with significant property holdings, advance planning around Impôt sur la Fortune Immobilière (IFI) can be essent…
7 months, 1 week ago
Moving to France? Know the Real Estate Wealth Tax
Episode 1897
France does not impose a traditional net wealth tax on all assets anymore—but it does tax real estate wealth. If you’re planning to move to France wi…
7 months, 1 week ago
A Will is not Enough – “Trusts” Explained in Plain English
Episode 1896
Many people assume trusts are only for the ultra-wealthy. In reality, trusts are about planning, clarity, and protection, not just large fortunes. In…
7 months, 2 weeks ago
Hidden French Reporting Obligations for US Citizens
Episode 1895
Moving to France does not mean leaving complex tax reporting behind. In fact, U.S. citizens living in France often face two parallel reporting system…
7 months, 2 weeks ago
US Social Security and Moving to France
Episode 1894
Relocating to France can affect not only your tax residency but also how retirement income—such as U.S. Social Security—is taxed. In this episode, we…
7 months, 2 weeks ago